LegFi HQ users can manage the chart of accounts for all chapters/secondary orgs within your inter/national organization. To get started, go to the Organizations menu > Organization Manager button.
Next, select the "GO" button under Finances.
Then, select the CHART OF ACCOUNTS tab.
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Under the ACTIVE submenu, you will see the active Revenue, Expense, Asset, Liability, and Equity Accounts for the chapter/secondary orgs within your organization. The ARCHIVED submenu will display any accounts that were previously active but are now considered to be "archived" and no longer available for use.
The DEFAULT ACCOUNTS submenu allows you to select the expense accounts you wish to automatically apply to certain processing fees. Once you make a selection, click the Update Settings button to save changes.
To add a new account for any category, go back to the ACTIVE submenu and select the "+ Add Account" button on the far right of the screen. In the ADD ACCOUNT window, complete the required fields with the new account Type, Subtype (if applicable), General Ledger Account Number, Name and Description (not required). Select the "Save Account" button to finalize your changes.
LegFi also allows you to "sync" the chart of accounts for all chapters within your organization so they all use one, uniform set of accounts. Please contact us at softwaresupport@omegafi.com if you wish to do so.
For more information on the Chart of Accounts and syncing, see LegFi HQ: Chart of Accounts.